We Help Build Sellable Businesses & Legacy Families

Family. Freedom. Profit.

Are you thinking about selling or transitioning your business? If so, you need your business to be in premium condition - a management team running the business without you, multiple streams of income, & your family set up in a way to receive the maximum benefit.

We help you control your financial destiny by making sure all those things happen for you. We work on increasing the value of your company... while building a secure family foundation. To put it simply, we plan & execute so you can enjoy a lucrative business & a happy family. If that sounds like a dream to you, set up a free consultation & we'll show you how to make that happen in your life.

Life rewards those who take action. You've waited long enough.

I was 63 years old and ready for my son to take over. The only problem was he was barely in a middle management position in our $35 million dollar company. When my accountant heard I wanted to retire in 2 years, he almost fell out of the chair! He brought the BraveHeart team in, we implemented a leadership plan for my son, helped negotiate the old management team out, and structured my retirement with a salary. Now I’m traveling the world with my wife, and my son is growing the business as President of the company 2 years later! 

— Anonymous (Client Confidentiality is Important to Us!)

Our business was booming, and we were working around the clock to keep up. Our sleep was suffering, and our families were barely seeing us as a result. One day, Randy came to us and said the market was ripe for the selling and he’d find the team to make it happen if we were up for it: Deal Lawyers, M&A firms etc. He stood by our side throughout the whole process and helped us make sure we were making the right decisions. The best part? We thought the business was worth $25 million. We sold for $100+ million. 

— Anonymous

CASE STUDIES

(Click the pictures below and find out how to build and sell your BraveHeart Businesses!)

My wife and I own a software business that is growing hockey-stick style. The BraveHeart team helped us value the business stock and put it into trusts so we can leave ownership and growth to our kids estate tax-free, while retaining the right to enjoy the benefits ourselves. Now we’re working together to build the right foundation so we can 10x our business - at maximum benefit to the entire family.

— Anonymous

Randy had been coaching me for 2 years on how to build a ‘sale ready’ business when an unsolicited offer came in at $4 million. I turned it down and we took it to market instead. Randy managed the sale - hiring the M&A firm, giving advice on offers, etc. Best news? The business sold for $11 million! At closing, the Private Equity firm said they had never seen a company more ready for sale than mine.